See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,325 | $117,690-93.8% | $71,735-89.8% | $134,475-94.6% |
| Participation rate | 17.6% | 68.8%-51.2pp | 62.3%-44.7pp | 81.2%-63.6pp |
| Annual return | 0.00% | 25.44%-25.4pp | 9.14%-9.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,319 | $3,759-64.9% | $2,658-50.4% | $6,400-79.4% |
| Admin fee / account holder | $27 | $6,379-99.6% | $3,974-99.3% | $11,426-99.8% |